Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$7.03M Hold
2024
Q4
$6.74M Hold
2024
Q3
$6.45M Hold
2024
Q2
$5.65M Buy
2024
Q1
$4.06M Buy
2018
Q1
Sell
2017
Q4
$798K Sell
2017
Q3
$2.52M Hold
2017
Q2
$2.4M Hold
2017
Q1
$2.52M Buy
2016
Q4
$2.08M Buy
2016
Q3
$1.89M Hold
2016
Q2
$1.81M Buy
2016
Q1
$1.02M Buy
2015
Q4
$740K Sell
2015
Q3
$1.21M Buy
2015
Q2
$1.43M Buy
2015
Q1
$1.28M Buy